Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $347,002 | $97,550+255.7% | $120,344+188.3% | $87,485+296.6% |
| Participation rate | 98.5% | 72.8%+25.7pp | 76.7%+21.8pp | 68.9%+29.6pp |
| Annual return | 13.15% | 18.41%-5.3pp | 20.30%-7.2pp | 26.06%-12.9pp |
| Employer contribution / active EE | $7,140 | $2,291+211.7% | $3,020+136.4% | $2,596+175.0% |
| Participant deferral / active EE | $8,135 | $4,230+92.3% | $5,135+58.4% | $4,274+90.4% |
| Admin fee / account holder | $20,134 | $9,543+111.0% | $12,742+58.0% | $7,775+159.0% |